Focused Wealth, LLC

Focused Wealth, LLC CPA, PFS, & Investment Advisor - Navigating your financial journey with expertise and care. Focused Wealth LLC's president and owner is Dot Yandle.

Dot started her career in the accounting industry and soon established her own CPA firm before deciding to transition to a comprehensive financial planning firm. Her own experiences have taught her the value of making plans for both the anticipated and the unforeseen. Dot's true calling is to focus on the needs and goals of each unique client, whether they are working professionals, entrepreneurs,

or retirees. She possesses the skills and understanding necessary to create effective retirement income plans from a tax-efficient angle. Her core competencies and unwavering dedication to providing exceptional client service also enable her to develop innovative wealth management solutions. Securities and Advisory services offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC. finra.org/sipc.org. Focused Wealth LLC and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
06/01/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

It isn't whether you should have auto insurance - it's what kind you should have.
05/25/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

A home is the single largest financial commitment for most people. What mortgage fits you best?
05/18/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

\$100 not spent is more like \$143. Intrigued?
05/11/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
05/04/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
04/27/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Learn the language of life insurance.
04/20/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
04/13/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
04/06/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
03/30/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Address

8037 Corporate Center Drive, # 300
Charlotte, NC
28226

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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